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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
SBL
576
Sargent Bickham Lagudis
Colorado
$159K -$4.59K -20 -3%
CT
577
Clearstead Trust
Maine
$155K – – –
SIS
578
Sound Income Strategies
Florida
$155K +$688 +3 +0.5%
HFM
579
Harvest Fund Management
China
$150K +$145K +631 New
TVWM
580
Tower View Wealth Management
Wisconsin
$148K +$10.3K +45 +8%
WCG
581
Weaver Consulting Group
California
$148K +$143K +623 New
QCIG
582
Quad-Cities Investment Group
Iowa
$143K -$14.9K -65 -10%
CTC
583
Central Trust Company
Missouri
$135K -$19.7K -86 -14%
WT
584
Whittier Trust
California
$135K +$79.4K +346 +157%
TL
585
TrueWealth LLC
Georgia
$127K – – –
VNA
586
Valley National Advisers
Pennsylvania
$125K – – –
NIM
587
NuWave Investment Management
New Jersey
$123K -$626K -2,731 -84%
SCM
588
Silvant Capital Management
Georgia
$120K – – –
AIS
589
Accurate Investment Solutions
Pennsylvania
$119K – – –
BBA
590
Braun-Bostich & Associates
Pennsylvania
$115K -$98.4K -429 -47%
CFD
591
Creative Financial Designs
Indiana
$110K +$459 +2 +0.4%
CLOS
592
Compagnie Lombard Odier SCmA
Switzerland
$109K -$18.1K -79 -15%
FHA
593
First Horizon Advisors
Tennessee
$104K -$4.59K -20 -4%
GLI
594
Guardian Life Insurance
New York
$103K – – –
RWA
595
Ropes Wealth Advisors
Massachusetts
$101K – – –
TFA
596
Toth Financial Advisory
Virginia
$95K – – –
HPC
597
HM Payson & Co
Maine
$90K +$86.2K +376 New
TFA
598
Transamerica Financial Advisors
Florida
$89K +$85.8K +374 New
PVH
599
Psagot Value Holdings
Israel
$85K -$41.7K -182 -34%
HRC
600
Hoertkorn Richard Charles
$85K – – –
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